2023 Form 5500 filing — A-Z Bus Sales, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015122020NAL0047870640001) for A-Z Bus Sales, Inc. Employee Stock Ownership Plan, reported by A-Z Bus Sales, Inc. under EIN 33-0065644 and plan number 003. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122020NAL0047870640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A-Z Bus Sales, Inc.
- EIN
- 33-0065644
- Plan number
- 003
- Location
- Colton, CA
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,359,837
- Total liabilities (EOY)
- $6,130,130
- Net assets (EOY)
- $33,229,707
- Employer contributions
- $600,000
- Total income / additions
- $6,960,952
- Benefits paid
- $3,512,368
- Administrative expenses
- $60,618
- Total expenses
- $3,698,022
- Net increase / (decrease)
- $3,262,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company | NONE | $25,740 | not reported in the loaded dataset |
| Transition Finance Strategies/Brea | NONE | $17,433 | not reported in the loaded dataset |
| Morgan Stanely Smith/Barney | NONE | $12,198 | not reported in the loaded dataset |
| Prairie Capital Advisors | NONE | $5,250 | not reported in the loaded dataset |